Akebia Therapeutics, Inc.
DE ˙ DB ˙ US00972D1054
0,83 € ↓ -0,02 (-2,69%)
2026-06-03
DEL PRIS
SecurityDE:AX9 / Akebia Therapeutics, Inc.
InstitutionCreative Planning
Latest Disclosed Ownership176,566 shares
Latest Disclosed Value $ 245,427
Creative Planning reports 20.34% increase in ownership of AX9 / Akebia Therapeutics, Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 176,566 shares of Akebia Therapeutics, Inc. (DE:AX9) valued at $201,462 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 146,720 shares of Akebia Therapeutics, Inc.. This represents a change in shares of 20.34% during the quarter. The current value of the position is $146,691 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F AKEBIA THREAPEUTICS COM 00972D105 176,566 29,846 20.34 245 3.81 0.0002
2026-02-17 2025-12-31 13F AKEBIA THERAPEUTICS COM 00972D105 146,720 -135,775 -48.06 236 -69.39 0.0002
2025-11-14 2025-09-30 13F AKEBIA THERAPEUTICS COM 00972D105 282,495 -835 -0.29 771 -25.22 0.0006
2025-08-08 2025-06-30 13F AKEBIA THERAPEUTICS COM 00972D105 283,330 53,660 23.36 1,031 134.32 0.0009
2025-05-15 2025-03-31 13F AKEBIA THERAPEUTICS COM 00972D105 229,670 63,367 38.10 441 39.68 0.0004
2025-02-14 2024-12-31 13F AKEBIA THERAPEUTICS COM 00972D105 166,303 50,131 43.15 316 105.88 0.0003
2024-10-11 2024-09-30 13F AKEBIA THERAPEUTICS COM 00972D105 116,172 5,482 4.95 153 36.61 0.0002
2024-08-15 2024-06-30 13F AKEBIA THERAPEUTICS COM 00972D105 110,690 0 0.00 113 -44.55 0.0001
2024-05-13 2024-03-31 13F AKEBIA THERAPEUTICS COM 00972D105 110,690 0 0.00 203 47.45 0.0002
2024-02-14 2023-12-31 13F AKEBIA THERAPEUTICS COM 00972D105 110,690 262 0.24 137 9.60 0.0003
2023-11-16 2023-09-30 13F AKEBIA THERAPEUTICS COM 00972D105 110,428 110,428 126 0.0002
2021-08-04 2021-06-30 13F CreativePlanning COM 00972D105 0 -14,653 -100.00 0 -100.00
2021-04-30 2021-03-31 13F CreativePlanning COM 00972D105 14,653 -30,999 -67.90 50 -60.94 0.0001
2021-01-29 2020-12-31 13F AKEBIA THERAPEUTICS COM 00972D105 45,652 32,000 234.40 128 276.47 0.0003
2020-11-05 2020-09-30 13F AKEBIA THERAPEUTICS COM 00972D105 13,652 782 6.08 34 -80.57 0.0001
2020-07-23 2020-06-30 13F AKEBIA THERAPEUTICS COM 00972D105 12,870 0 0.00 175 78.57 0.0005
2020-05-05 2020-03-31 13F AKEBIA THERAPEUTICS COM 00972D105 12,870 0 0.00 98 20.99 0.0003
2020-01-30 2019-12-31 13F AKEBIA THERAPEUTICS COM 00972D105 12,870 -3,692 -22.29 81 24.62 0.0002
2019-11-01 2019-09-30 13F AKEBIA THERAPEUTICS COM 00972D105 16,562 -474 -2.78 65 -20.73 0.0002
2019-07-26 2019-06-30 13F AKEBIA THERAPEUTICS COM 00972D105 17,036 -307 -1.77 82 -42.25 0.0003
2019-04-24 2019-03-31 13F AKEBIA THERAPEUTICS COM 00972D105 17,343 -2,245 -11.46 142 31.48 0.0005
2019-02-12 2018-12-31 13F/A-1 AKEBIA THERAPEUTICS COM 00972D105 19,588 8,938 83.92 108 14.89 0.0004
2019-02-01 2018-12-31 13F AKEBIA THERAPEUTICS COM 00972D105 19,588 8,938 108
2018-10-25 2018-09-30 13F AKEBIA THERAPEUTICS COM 00972D105 10,650 0 0.00 94 -11.32 0.0003
2018-07-20 2018-06-30 13F AKEBIA THERAPEUTICS COM 00972D105 10,650 -15,720 -59.61 106 -57.77 0.0004
2018-04-18 2018-03-31 13F AKEBIA THERAPEUTICS COM 00972D105 26,370 15,720 147.61 251 58.86 0.0010
2018-01-17 2017-12-31 13F AKEBIA THERAPEUTICS COM 00972D105 10,650 0 0.00 158 -24.40 0.0007
2017-10-17 2017-09-30 13F AKEBIA THERAPEUTICS COM 00972D105 10,650 0 0.00 209 36.60 0.0010
2017-07-12 2017-06-30 13F AKEBIA THERAPEUTICS COM 00972D105 10,650 300 2.90 153 61.05 0.0008
2017-04-07 2017-03-31 13F AKEBIA THERAPEUTICS COM 00972D105 10,350 -500 -4.61 95 -15.93 0.0005
2017-01-09 2016-12-31 13F AKEBIA THERAPEUTICS COM 00972D105 10,850 -26,500 -70.95 113 -66.57 0.0007
2016-10-12 2016-09-30 13F AKEBIA THERAPEUTICS COM 00972D105 37,350 0 0.00 338 21.15 0.0022
2016-07-12 2016-06-30 13F AKEBIA THERAPEUTICS COM 00972D105 37,350 -12,650 -25.30 279 -38.14 0.0020
2016-04-08 2016-03-31 13F AKEBIA THERAPEUTICS COM 00972D105 50,000 25,000 100.00 451 39.63 0.0035
2016-01-11 2015-12-31 13F AKEBIA THERAPEUTICS COM 00972D105 25,000 20,000 400.00 323 572.92 0.0027
2015-10-09 2015-09-30 13F AKEBIA THERAPEUTICS COM 00972D105 5,000 5,000 48 0.0004
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.